Materials & Mining coverage
Altech Batteries (ASX:ATC)
Altech Batteries Ltd (ASX:ATC) is a Perth-based company developing two key battery technology products. The first is CERENERGY® - sodium chloride solid state batteries for grid energy storage (solar, wind etc.). The second is Silumina AnodesTM - an EV battery anode material that increases battery capacity by utilising high-purity alumina coating technology on silicon and graphite and increasing EV capacity by 30% compared to standard graphite only anode.
Battery Age Minerals (ASX:BM8)
Battery Age Minerals (ASX:BM8) is an ASX-listed mineral exploration company. Its flagship asset is the Bleiberg project in Austria, covering a historic lead-zinc-germanium mine. The company also has the Falcon Lake Lithium project in Canada, but we see the greater potential as we move into 2025 Bleiberg's germanium potential to prove a 'company maker'.
Big River Gold (ASX:BRV)
Big River Gold is developing the Borborema Gold Project in north eastern Brazil. In December 2019, a Definitive Feasibility Study (DFS) at Borborema has been completed demonstrating compelling economics of the project, allowing Big River to advance financing discussions with various lenders in the immediate future.
Blackstone Minerals (ASX:BSX)
Blackstone Minerals (ASX:BSX) is a nickel developer with the Ta Khoa project in Vietnam. BSX is building an upstream and downstream nickel business to produce battery grade nickel/cobalt/manganese (NCM) 811 precursor (NCM811) for the lithium-ion battery industry, with resources extracted from Ta Khoa and as well as other nickel projects.
Black Rock Mining (ASX:BKT)
Black Rock Mining (ASX: BKT) is an Australia-based graphite exploration and development company that owns the Mahenge project – one of Tanzania’s largest natural graphite resource. With a mineral resource estimate of 213mt, Mahenge is the world’s fourth-largest JORC-compliant graphite resource. The project’s enhanced Definitive Feasibility Study (eDFS) outlines a compressed development schedule comprising four production modules with a total planned annual capacity of 350kt. This will make BKT potentially one of the largest graphite producers globally.
Brookside Energy (ASX:BRK)
Brookside Energy is a Perth-based energy company with exposure to the most productive oil and natural gas plays (STACK and SCOOP) in Oklahoma’s Anadarko Basin.
Centrex (ASX:CXM)
Centrex (ASX: CXM) is a phosphate development company that is building the Ardmore phosphate project in Queensland. The company is hoping to capitalise on the increased demand for fertilisers that is not being matched by supply. It just commencing production and has the first three years of production commercially locked in.
Coda Minerals (ASX:COD)
Coda Minerals (ASX: COD) is a Perth-based copper explorer-developer whose flagship asset is the 100%-owned Elizabeth Creek copper-cobalt project in the world-class Olympic Copper Province in South Australia's Eastern Gawler Craton.
Greenland Minerals (ASX:GGG)
Greenland Minerals (ASX:GGG) is a Perth-based resources company focused on the Kvanefjeld Rare Earths Project in Greenland, which has considerable advantages as a Rare Earths source, most notably its favorable metallurgy and wide spread of critical Rare Earths.
Dome Gold Mines (ASX:DME)
Dome Gold Mines (ASX:DME) is developing an iron sands deposit in Fiji on which a definitive feasibility study is currently being completed.
First Graphene (ASX:FGR)
First Graphene (ASX:FGR) has built a plant in the Perth suburb of Henderson to produce graphene at commercial scale and it is now delivering product to customers in a number of different industries. In 2018, First Graphene became a Tier 1 partner in the Graphene Engineering and Innovation Centre (GEIC) in Manchester, opening up global opportunities.
Lithium Power International (ASX:LPI)
Lithium Power International (LPI) owns 51% of the Maricunga Lithium Project in Chile, a lithium brine play where the Definitive Feasibility Study (DFS) has been completed. LPI also owns a range of other lithium projects at earlier stages of development.
MTM Critical Metals (ASX:MTM)
MTM Critical Metals (ASX: MTM) is developing potentially disruptive technology for the recovery of metals from ores and waste material sources. It is using a physical phenomenon known as Flash Joule Heating (FJH) that can enhance the process of metal recovery by speeding up the process and lowering the energy inputs involved.
Neurizer (ASX:NRZ)
NeuRizer (ASX: NRZ) aims to address the supply shortage of urea in Australia by becoming the leading sovereign producer in the domestic market through its flagship project, the NeuRizer Urea Project (NRUP). NRUP will have a fully vertically integrated production facility with the capacity to produce up to 2Mtpa of urea, matching Australia’s annual demand. It is strategically located to access domestic target markets in a direct and inexpensive manner.
Piedmont Lithium (ASX:PPL)
Piedmont Lithium is developing a hard-rock lithium mine and associated processing operation in North Carolina. Like Kidman (acquired in 2019 for $776m) PLL intends to be an integrated player from spodumene mining to hydroxide processing. PLL’s mine has a higher-than-average lithium grade, is already ESG-compliant and is in the advanced stage of development.
Prospect Resources (ASX:PSC)
Prospect Resources Limited (ASX: PSC) is a Perth-based mining company that is currently focused on the Arcadia lithium project. PSC own an 87% stake in the project, located on the outskirts of Harare, Zimbabwe. The mine is in development phase with commissioning expected in 2022 after the project becomes fully funded.
Rafaella Resources (ASX:RFR)
Rafaella Resources Ltd (ASX: RFR), a Brisbane-based resources company, owns the Santa Comba tungsten project in Spain. Tungsten is a critical material for industrial applications and thus is in high demand, notably for automotive applications and manufacturing of high-precision cutting tools.
Real Energy (ASX:RLE)
Real Energy (ASX:RLE) is an oil and gas exploration and development company with a focus on the Cooper basin, Australia's most prolific conventional onshore petroleum producing basin. Real Energy covers large acreage of over 682,257 acres with 100% retained interests and the ability to farm down as a potential funding source in the future.
Resouro Strategic Metals (ASX:RAU)
Resouro Strategic Metals (ASX:RAU) is a rare earths and titanium explorer that has dual-listed on the ASX and TSX in June 2024. Its flagship Tiros project lies in the Brazilian state of Minas Gerais. Tiros is a long-life, high-grade project that has substantial infrastructure primed for an eventual mining operation.
Thomson Resources (ASX:TMZ)
Thomson Resources is an emerging mineral explorer whose potential company-maker is the New England Fold Belt Silver Projects, a series of silver-rich deposits in the New England Fold Belt of northern NSW and southern Queensland.
West Wits Mining (ASX:WWI)
West Wits Mining (ASX:WWI) is a Melbourne-based gold explorer, with projects in South Africa and Western Australia. The company’s South African Witwatersrand Basin Project (WBP) is located in an area that has produced a significant amount of the world’s gold. At present, WBP carries a JORC resource of 4.28Moz of gold. WWI conducted a scoping study of this area and identified five distinct mine targets for staged development, of which stage 1 comprises the Qala Shallows project.